Rated 4.5/5 on G2 | Microsoft AI Cloud Partner

AI-Powered Workflow Automation for Healthcare

Create incredible patient experiences and seamless healthcare workflows to improve compliance, productivity, and communication with the FlowForma® Process Automation platform.

Trusted By Industry Leaders

Transform Healthcare with FlowForma's Process Automation Platform

Productivity, collaboration, and patient experience remain top priorities for any healthcare organization. Through our extensive work with healthcare providers, we understand the challenges they face in supporting paper-lite initiatives, ensuring regulatory compliance, and maximizing time spent with patients.

FlowForma AI-Enhanced Process Automation makes workflow automation smarter and easier in healthcare settings. By leveraging AI-driven insights, our digital process automation tool streamlines online processes, boosts visibility, and enhances productivity and efficiency, all while supporting exceptional patient care and maximizing ROI.

A clinician reviewing records at a hospital workstation.

At a glance

Sector
Healthcare
Platform
FlowForma Process Automation
Built on
Microsoft 365 and SharePoint Online
Processes
Patient onboarding, procurement, claims and billing, clinical trials, regulatory compliance, policy and procedure updates
Integrates with
EHRs, EMRs, scheduling systems and lab portals, plus Microsoft 365 and SharePoint
Compliance
Supports HIPAA and GDPR, with role-based access, encryption and audit trails
Data
Stays within your own Microsoft 365 and SharePoint environment
Approved vendor
FlowForma is a listed vendor on the G-Cloud 13 Framework, N365 and NHS London Procurement Partnership  
On this page The processes The FlowForma advantage Customer story FAQs

Updated

Automating Business-Critical Processes in Healthcare

Patient Onboarding

FlowForma streamlines patient onboarding by automating data collection, validating information, and ensuring all forms are complete. This reduces errors, speeds up registration, and keeps processes compliant.

Procurement Management

FlowForma automates purchase requests, approvals, and vendor communications, ensuring timely orders, reducing errors, and improving transparency across the healthcare supply chain.

Claims and Billing

FlowForma automates insurance claims and billing by routing approvals, checking for errors, and tracking progress, speeding up reimbursements and reducing mistakes.

Clinical Trial Management

Automated workflows manage patient recruitment, approvals, and documentation for clinical trials, improving efficiency, accuracy, and compliance.

Regulatory Compliance

Compliance workflows track documents, maintain audit trails, and ensure regulatory standards are met, reducing risk and keeping healthcare providers audit-ready.

Policy and Procedure Updates

FlowForma automates the approval and distribution of updated policies, ensuring staff follow current protocols and maintaining operational consistency.

How Blackpool Teaching Hospitals Automated 70 Processes on the NHS N365 Platform

Figures from FlowForma's published Blackpool Teaching Hospitals case study. Read the full story

70

processes automated to date, from single forms to multi-department flows

8,000

NHS employees involved in administration across the Trust

5

departments the ESR Assignment Change form passes through

Hours

to create and deploy the simpler forms, not weeks

Martyn McKechnie, Blackpool Teaching Hospitals NHS Foundation Trust

Martyn McKechnie

Head of Digital Identity and System AdministrationBlackpool Teaching Hospitals NHS Foundation Trust

Blackpool Teaching Hospitals NHS: Process Automation Journey

Customer webinar

Blackpool Teaching Hospitals NHS: Process Automation Journey

Laurent Kelly, Intelligent Automation Developer at the Trust, talks through what the Trust needed from a tool, approvals with up to eight sign-offs, starting with HR, and training staff to build their own forms.

Key moments

Watch the full webinar

A Proven Track Record In Delivering Results In Healthcare

Smarter Healthcare Workflows Start Here!

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Recognized as an industry leader in process automation

G2 Best Estimated ROI, Enterprise, Summer 2026 G2 High Performer, Workflow Management G2 High Performer, No-Code Development Platforms, Enterprise EMEA G2 Best Support, Enterprise, Summer 2026

Frequently Asked Questions

Where is healthcare data hosted in FlowForma?

FlowForma leverages Microsoft 365 and SharePoint for secure data hosting. All workflows, forms, and documents are stored within your existing Microsoft environment, ensuring compliance with GDPR, HIPAA, and organizational IT policies while keeping data within your trusted cloud or on-premises Microsoft infrastructure.

How does FlowForma ensure data security and privacy?

FlowForma inherits the enterprise-grade security features of Microsoft 365 and SharePoint, including encryption, role-based access, multi-factor authentication, and audit logs. This ensures sensitive patient and organizational data is fully protected while meeting healthcare compliance standards.

How can FlowForma improve patient care?

By automating administrative and operational tasks, clinicians spend more time with patients. Workflow visibility and AI-driven insights also help reduce errors, streamline approvals, and ensure timely care delivery.

How does AI enhance FlowForma workflows in healthcare?

AI in FlowForma provides intelligent process automation, such as predictive approvals, smart routing, and data-driven insights. This helps hospitals identify bottlenecks, optimize workflow efficiency, and support better decision-making — all while improving patient care and operational outcomes.

Can FlowForma handle complex healthcare processes?

Yes. FlowForma supports multi-stage approvals, conditional logic, and integrations, making it suitable for complex processes like patient onboarding, incident management, and clinical audits.

Is FlowForma suitable for large hospitals and multi-site organizations?

Absolutely. FlowForma scales across departments and multiple sites, ensuring standardized processes and consistent patient experience organization-wide.

Can FlowForma track performance and process efficiency?

Yes. FlowForma provides real-time dashboards and reports, giving management full visibility into workflows, bottlenecks, and overall process efficiency.

How does FlowForma support staff productivity?

By automating repetitive tasks such as approvals, referrals, and incident reporting, staff can focus on clinical and patient-centered activities rather than administrative work.

Can FlowForma integrate with existing hospital systems?

Yes. FlowForma integrates with EHRs, EMRs, Microsoft 365, SharePoint, and other common healthcare IT systems, creating seamless digital workflows.

Is FlowForma compliant with healthcare regulations?

FlowForma supports compliance with data protection and healthcare standards (e.g., HIPAA, GDPR), ensuring secure handling of patient and operational data.

Can FlowForma help hospitals go paper-lite or paperless?

Yes. FlowForma digitizes forms, approvals, and processes, helping hospitals minimize paper usage while maintaining compliance with healthcare regulations.

What are some of the typical processes automated by FlowForma healthcare customers?

While FlowForma can automate any healthcare process, these are some of the typical processes: Onboarding patients / Consent for Release of Information; Waiting Card List; Transfer Request; IT Request/Account Provisioning; Medical Equipment Requests; Compliance / Incident Report; Monthly HSE & Housekeeping Inspection; Bus Incident; Appointments / Claims; ID/Parking Permit Requests.

How does FlowForma maintain HIPAA compliance?

FlowForma supports HIPAA compliance by leveraging the secure Microsoft 365/SharePoint environment to host data, ensuring that Protected Health Information (PHI) remains under organizational control. It provides role-based access controls, encryption in transit and at rest, and detailed audit trails to track who accesses or modifies data, helping meet HIPAA’s Security and Privacy Rules. Its workflow tools—including version control, e-signatures, and compliance reporting—enable traceable, auditable processes.

What’s the implementation timeline for a 5-hospital system?

A FlowForma implementation typically begins with 1–2 weeks of planning and training, followed by 2–4 weeks to build and test the first workflow. The initial process usually goes live within 3–6 weeks, after which additional workflows are gradually rolled out across all hospitals.

Transform your healthcare processes inside Microsoft 365

See FlowForma automate patient onboarding, procurement, claims and billing, clinical trials, compliance and policy updates, right inside Microsoft 365.